IWDL vs CPHY

Comparison between UBS AG London Branch (IWDL, ETF) and Fm Compoundr High Yield Bond ETF (CPHY, ETF).

IWDL vs CPHY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IWDL(ETF)	CPHY(ETF)
Net Assets	$6.20M	$6.20M
Expense Ratio	N/A	0.35%
Max Drawdown	37.95%	2.51%
Sharpe Ratio	1.69	-0.33
5Y Beta	1.51	0.20

Net Assets

IWDL

$6.20M

CPHY

$6.20M

Expense Ratio

IWDL

N/A

CPHY

0.35%

Max Drawdown

IWDL

37.95%

Winner

CPHY

2.51%

Sharpe Ratio

Winner

IWDL

1.69

CPHY

-0.33

5Y Beta

IWDL

1.51

Winner

CPHY

0.20

IWDL vs CPHY - Historical Returns

Returns include dividend reinvestment.

Period	IWDL	CPHY
1 month	+3.39%	-0.43%
3 months	+15.29%	+0.27%
6 months	+24.07%	-0.51%
1 year	+47.62%	+2.45%
5 years(CAGR)	+15.08%	N/A
Max(CAGR)	+18.41%	+2.59%

Winner

IWDL

+3.39%

CPHY

-0.43%

Winner

IWDL

+15.29%

CPHY

+0.27%

Winner

IWDL

+24.07%

CPHY

-0.51%

Winner

IWDL

+47.62%

CPHY

+2.45%

5Y(CAGR)

IWDL

+15.08%

CPHY

N/A

Max(CAGR)

Winner

IWDL

+18.41%

CPHY

+2.59%

IWDL vs CPHY - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	IWDL	CPHY
2026	+37.15%	+0.12%
2025	+25.53%	+2.31%
2024	+20.00%	N/A
2023	+13.54%	N/A
2022	-21.61%	N/A
2021	+40.35%	N/A

IWDL vs CPHY Drawdown Comparison

The maximum drawdown for IWDL was -37.95%, occurring on Sep 30, 2022. Recovery took 554 trading sessions.

The maximum drawdown for CPHY was -2.51%, occurring on Mar 30, 2026. This drawdown has not yet recovered.

The current IWDL drawdown is -2.42%. The current CPHY drawdown is -0.85%.

Rank	IWDL	CPHY
#1	-37.95% Jan 12, 2022 - Mar 28, 2024	-2.51% Feb 19, 2026 - Mar 30, 2026
#2	-31.78% Nov 29, 2024 - Sep 11, 2025	-1.44% Sep 22, 2025 - Oct 27, 2025
#3	-13.53% Mar 2, 2026 - Apr 17, 2026	-1.10% Oct 27, 2025 - Nov 28, 2025
#4	-11.09% Nov 8, 2021 - Dec 27, 2021	-0.47% Aug 13, 2025 - Aug 22, 2025
#5	-10.69% Mar 28, 2024 - Jul 16, 2024	-0.33% Jan 22, 2026 - Feb 9, 2026
#6	-9.93% Jul 31, 2024 - Aug 21, 2024	-0.32% Aug 28, 2025 - Sep 8, 2025
#7	-9.18% Jun 4, 2021 - Aug 11, 2021	-0.25% Dec 5, 2025 - Dec 10, 2025
#8	-8.54% Sep 2, 2021 - Oct 19, 2021	-0.24% Dec 10, 2025 - Dec 18, 2025
#9	-7.72% Nov 12, 2025 - Nov 26, 2025	-0.19% Jan 16, 2026 - Jan 21, 2026
#10	-6.59% Oct 18, 2024 - Nov 6, 2024	-0.17% Sep 15, 2025 - Sep 18, 2025
#11	-6.46% May 7, 2021 - Jun 4, 2021	-0.14% Nov 28, 2025 - Dec 3, 2025
#12	-5.90% Aug 30, 2024 - Sep 19, 2024	-0.12% Feb 9, 2026 - Feb 18, 2026
#13	-5.68% Oct 6, 2025 - Oct 24, 2025	-0.11% Aug 22, 2025 - Aug 26, 2025
#14	-5.47% Feb 24, 2021 - Mar 8, 2021	-0.10% Sep 8, 2025 - Sep 11, 2025
#15	-5.14% Dec 24, 2025 - Jan 5, 2026	-0.06% Dec 30, 2025 - Jan 5, 2026